Baldwin Wealth Partners
VOO icon

Baldwin Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Baldwin Wealth Partners’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.45M Buy
6,346
+114
+2% +$79.6K 0.29% 60
2026
Q2 		$4.28M Sell
6,232
-376
-6% -$251K 0.28% 63
2026
Q1 		$3.95M Buy
6,608
+553
+9% +$346K 0.29% 61
2025
Q4 		$3.8M Sell
6,055
-180
-3% -$112K 0.24% 62
2025
Q3 		$3.82M Sell
6,235
-122
-2% -$71.9K 0.25% 64
2025
Q2 		$3.61M Sell
6,357
-8
-0.1% -$4.2K 0.25% 65
2025
Q1 		$3.27M Buy
6,365
+349
+6% +$189K 0.23% 67
2024
Q4 		$3.24M Buy
6,016
+5,389
+859% +$2.92M 0.22% 72
2024
Q3 		$331K Buy
627
+381
+155% +$194K 0.02% 262
2024
Q2 		$123K Hold
246
– – 0.01% 242
2024
Q1 		$118K Hold
246
– – 0.01% 255
2023
Q4 		$107K Sell
246
-114
-32% -$46.7K 0.01% 266
2023
Q3 		$141K Hold
360
– – 0.01% 256
2023
Q2 		$147K Sell
360
-20
-5% -$7.72K 0.01% 271
2023
Q1 		$143K Buy
380
+20
+6% +$7.34K 0.01% 276
2022
Q4 		$126K Hold
360
– – 0.01% 288
2022
Q3 		$118K Sell
360
-100
-22% -$36.5K 0.02% 221
2022
Q2 		$160K Buy
+460
New +$173K 0.02% 211
2021
Q3 		– Sell
-32
Closed -$13K – 673
2021
Q2 		$13K Buy
+32
New +$12.3K ﹤0.01% 515
2020
Q1 		– Sell
-90
Closed -$27K – 572
2019
Q4 		$27K Hold
90
– – ﹤0.01% 385
2019
Q3 		$25K Hold
90
– – ﹤0.01% 384
2019
Q2 		$24K Hold
90
– – ﹤0.01% 382
2019
Q1 		$23K Hold
90
– – ﹤0.01% 384
2018
Q4 		$21K Hold
90
– – ﹤0.01% 379
2018
Q3 		$24K Hold
90
– – ﹤0.01% 391
2018
Q2 		$22K Buy
+90
New +$22.3K ﹤0.01% 396

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Baldwin Wealth Partners's VOO Position: Q3 2026 in Review

Baldwin Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 1.8% in Q3 2026, buying an estimated $79.6K and bringing the position to 6,346 shares worth $4.45M. The position accounts for 0.29% of the portfolio, ranked #60.

Baldwin Wealth Partners first reported a position in VOO in Q2 2018 and has held it in 26 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Baldwin Wealth Partners held 6,346 shares of Vanguard S&P 500 ETF worth $4.45M as of Q3 2026.
  • Baldwin Wealth Partners bought 114 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $79.6K.
  • Vanguard S&P 500 ETF made up 0.29% of Baldwin Wealth Partners's portfolio in Q3 2026, its #60 holding.
  • Baldwin Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q2 2018 and has held it in 26 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.